Transfer Halo ITSM Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be overwhelming for the majority of people. The entire manual migration process is not rarely possible to be successfully made by the unexperienced or people with little knowledge about programming and coding. You will likely also to face the challenge of your help desk vendor and their antipathy with helping you leave their system. Sure, you will end up being their lost client. But relax, there’s still a way to transfer your data without stressing out.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless methods for importing records from the Halo ITSM directly into their system.
You will have to use many ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. While it seems like you have a plethora of transfer alternatives, all of them collectively depend on manual migration.
Absence of Experts
You can use API, CSV, and other methods for moving records to Salesforce Service Cloud. Though, you’re going to require a professional IT personnel to manage the transition process.
If you don’t have one within your team, you’re going to have to find a new one. And then you’ll have to examine if the final script will run exactly as planned.
Manual Import is Unpredictable
You could spare a few dollars conducting the transfer yourself. The chances are small though.
You might wind up losing your info anyways. And, you may have to go through a data retrieval process and still miss some information after the restore stage.
Making Data Transfer Easier
Migrating data from your Halo ITSM to Salesforce Service Cloud mustn’t be complicated. Indeed, we can make the process as easy as pie. You nevermore have to lose time moving things around and hoping for the best once the process is set up. Merely imagine the reboots and restorations you’d have to do when you make a mistake on both ends. Devote some time to what matters most – making your customers satisfied. We will deal with the rest of the transfer!
Import from Halo ITSM to Salesforce Service CloudOur work - Your Success
Putting efforts into our work on a daily basis, our staff has spent many years of practicing and experience and can involve them in controlling your data transition.
We can deal with all sorts of migrations from and to help desk or helpdesk-like systems.
We move everything, with no limits to Salesforce Service Cloud with our data transition tool. And we’re providing the following guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We get that you need to continue with activities at once. Data transfer times will turn out to be so low that you won’t even notice it . And then your employees can go on with their daily business of pampering your customers.
Test it First
A successful migration process should have a testing stage. This guarantees that the complete process will be successful, and you can detect any possible errors and eliminate them before starting the real thing. Our experts have built a tool that gives you unlimited free demos so that you can overview the process and forecast any problems.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any uploads, applications to install, or even code to write. Migrate records to Salesforce Service Cloud seamlessly.
Maintaining Ticket Integrity
Another challenge of data import is the integrity of records. What kind of use do transferred tickets have when they are scrambled or have some information missing. That’s why we have rigorous serviceability check before we launch our tool. We’re guaranteeing that you’ll have an easy time moving your records.
Why You Should Decide On Our Migration Services
Data Safety and Privacy
Most businesses are afraid to use data transition services for fear of information leaks. We understand your needs and we ensure you that your information will only be used throughout the migration process. All info will be kept confidential.
Migration Assistance
Our team of experts will always be online to help you out during the migration . You’ll be supported throughout the transition and we’ll also make sure that everything is working as planned.
Information Safety
Our developers have made tools that won’t modify the data in any way. The migration process will transfer your data from point A to point B without changes or loss of information.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
Tickets
with replies, notes and attachments
Contact
Companies
Agents
Agents Groups
Knowledge Base Objects
Articles
with images and attachments
Categories
Folders
The Salesforce Service Cloud Import Process
Import Preparation
As with any successful migration, preparing is required. Sign in to Service Cloud and create custom fields and agent accounts. For the moment, triggers and automation rules must be disabled.
Login your Halo ITSM
It’s time to go to your Halo ITSM and find the security keys and credentials. You’ll use this to link your Halo ITSM with Salesforce Service Cloud and start the migration process.
Linking Salesforce Service Cloud
After this, return to Salesforce Service Cloud and get keys and credentials. You’ll also have to provide these in the import wizard in order to finalize the connection.
Preserving Records Structure
You can also adjust which records you need to be migrated and to which fields they belong. Or in case of additional demands for your import, you can ask an customization.
Test the Import
When you’re set, it’s time for a demo migration. The free trial enables you complete a migration process and check a small number of records for integrity and success. Plus, you can perform it as many times as you wish.
Transferring to Service Cloud
After conducting a free test, you need to transfer your data. To make things easier, choose a time when your support crew is the least loaded and initiate the migration .
Hear from our satisfied buyers
The service was excellent, the pricing and process were clear. Support was excellent! Even though it took us two months to pull the trigger, support was always there to help us out.
The product and service are fantastic. Even if you are a beginner, they would help you. We transfer our data from Jira Service Desk to Salesforce Service Cloud easily. Support Team held our hand during the whole process.
Automatic Import Service
You can request a free demo of our data transition tool serviceability. You’ll see the whole procedure, get a feel of the wizard, and check the data that’s moved. Migrate your data today!
Migrate to Salesforce with our Experts
Still feel nervous about doing everything by yourself? Our expert team members are always at standby to aid you. We can give you a price today!